No shadow IT in your channel
Quoting, proposals, boarding and CRM in one audited system — instead of the spreadsheets, inboxes and ad-hoc calculators you cannot see today.
For acquirers — the ISO side of the glass
The platform your ISOs run their whole business on.
Statement-based quoting, proposals, merchant boarding across multiple acquirers — including to you — CRM, residual reporting and portfolio analytics: one system, one login, one data model. Because the ISO's whole operation runs through the platform, the platform sees everything an acquirer wishes it could see.
1Discover
2Win
3Board
4Earn
5Grow
10:14Lead surfaced from Companies Housediscover
10:18Auto-assigned to Sarah · welcome sequence starteddiscover
11:42Statement uploaded · OCR extracted £58k revenuewin
14:05Proposal sent · BoldSign deliveredwin
16:21e-signed · Boarding application opened (Elavon)board
Every day shaved off boarding lands on your book sooner
AI reads the merchant's statement, prices it against the ISO's rate card, and a boarding wizard takes over from acceptance — the whole journey compressed and measured.
Because everything runs here, everything is measurable
Module adoption, engagement and funnel velocity feed the oversight seat — the estate view you saw on the previous page.
Origination velocity
From a merchant's statement to a boarded account — compressed and instrumented.
Every day shaved off the journey from a merchant's statement to a boarded account is volume landing on your book sooner. AI reads the statement, prices the merchant against the ISO's published rate card, and produces a branded, hosted proposal with electronic signature — then a multi-acquirer boarding wizard takes over.
48Statement
41Quote
33Proposal
19Boarded
Median 11 min statement → quote
Avg 6.2 days to board
Fastest 2 days
09:14Statement uploaded · AI extraction read volumes & feesquote
09:25Quoted against rate card · saving shown vs current providerquote
09:41Hosted proposal opened by the merchantproposal
Day 2Automated follow-up sentfollow-up
Day 6Boardedlive
Measured end to end
Velocity is volume — bottleneck steps identified
AI statement extraction and auto-quoting
Volumes and fees read automatically from uploaded statements; savings shown against the merchant's current provider. No rekeying, no calculator spreadsheet.
Hosted proposals with e-signature
A branded proposal the merchant opens in a browser — with self-serve accept where the ISO enables it, and automated follow-ups that stop on close.
Multi-acquirer boarding wizard
Guided application forms per acquirer, document collection, status tracking and generated application packs — produced automatically rather than assembled by hand.
Measured end to end
Median minutes from statement to quote, and onboarding velocity across the estate. Origination speed stops being anecdote and becomes a number you can manage your channel against.
Channel enablement
Enable your channel — without losing control of the brand.
Every merchant-facing artefact an ISO produces can carry the right brand, verified and managed centrally rather than improvised. A merchant opening a proposal sees the ISO's own domain in the address bar — not a third party's.
White-label domains, verified
Proposal-hosting and sender domains with guided DNS verification — professional presentation, centrally managed.
Co-branded partner links
Referral partners get their own upload pages tied to partner price books, with every referred lead and won deal attributed back.
Multi-brand sub-brands
ISOs operating several trading identities run each with its own logo, colours and sender identity.
Branded residual statements
The monthly commission statements ISOs issue to sub-partners are generated as branded PDF documents in the ISO's livery.
Meridian Payments
Your proposal — save £4,820/yr
Prepared for Harbour Coffee Co. · valid 30 days
Review & sign
Verified sender domain
Partner co-brand: Fenwick & Co
Branded PDF statements
White-label
The merchant sees the ISO's brand — verified and managed centrally, visible to you
Compliance and audit
Your regulatory perimeter, consolidated onto one auditable system.
An acquirer carries regulatory exposure for conduct across its channel — and spreadsheets in ISO inboxes are hard infrastructure to defend. The platform builds data protection into the record level and accountability into every administrative action.
GDPR at record level
Consent tracking, subject-access export and the right to be forgotten, per contact — an operation on the record, not a scramble across mailboxes.
A comprehensive audit trail
Administrative actions are written to an audit log; users secure accounts with multi-factor authentication.
Tenant isolation, tested
Every record is bound to its ISO and isolation is enforced in the data layer — a tested property, not a policy statement.
PCI DSS built in
A managed referral route moves merchants towards PCI compliance rather than leaving card-security compliance to chance across the estate.
Absorbing the questions
Questions your ISOs answer themselves never become your tickets.
Every question an ISO rep cannot answer themselves becomes a call to someone — usually, eventually, to you. The platform is built to absorb those questions before they become tickets.
Self-serve help centre
Searchable module-by-module documentation, learning content and guided interactive tours.
A page-aware AI co-pilot
On every screen, answering questions in context instead of pointing at a manual.
Per-ISO knowledge assistants
Each ISO's own AI assistant, trained on its products and processes — with gap analytics showing which questions went unanswered.
01 · Oversight
What you see above your estate
League tables, risk radar, attrition — live.
02 · The platform
What your ISOs run on
Where all that data comes from.
You are here
03 · Licensing & trial
Three tiers, one trial
Start with 14 days above a demo estate.
See the ISO side of the glass yourself.
Your trial includes demo ISO portal logins alongside the oversight seat — the quoting engine, the proposal flow, the CRM and residual reporting, exactly as your ISOs would use them.